Creative Planning - Bellevue (WA)

5 /5 Don Laichak: Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

5 /5 Coach Mal: An Outstanding Financial Planning Partner: After decades of managing our own finances, we turned to Creative Planning, and it’s been transformative. Pete and Nolan have provided exceptional guidance over the past eight years, helping us exceed our financial goals with clarity, precision, and foresight. We now have a real-time view of our financial future, all the way to age 100. In addition we now engage them in any significant financial investment, they are part of our decision making process. Finally, on several occasions where I got spooked, such as when Covid Hit or other significant world events, they kept us from making off the cuff poor decisions. Their legal teams also established our Family Trust in 2019, giving us lasting peace of mind. We also use their Tax team regularly. They are like our personal financial board of Directors. I’ve referred many clients to them, something I rarely do! Why? because Creative Planning is simply the best.

5 /5 George Charles: The wealth management team, Pete and Nolan at Creative Planning specifically, delivers exceptional, client-focused financial planning. They not only simplify complex strategies but also bring forward ideas we never would have considered, like tax-loss harvesting, family planning, and federal tax savings strategies where one may not know to exercise. Their ability to connect all the moving parts of our financial picture, along with frequent in-person or phone reviews, gives us confidence and clarity at every step. Their advice has provided real peace of mind and steady progress toward our goals. Honest, transparent, and trustworthy, they set the standard for financial guidance. Highly recommend their expertise to anyone seeking reliable long-term planning.

5 /5 Don Baker: Hard to believe its been a year since we signed on with Creative Planning! We’re beyond impressed with the professionalism and expertise of Pete and Nolan. They work together seamlessly, and their approach to our investments has been both thoughtful and strategic. In just one year, weve seen remarkable results, and their ability to communicate clearly and keep us in the loop has made the process feel incredibly smooth. It’s rare to find professionals who are not only knowledgeable but also genuinely invested in their clients success. Were looking forward to continuing this partnership!

5 /5 Diana Fu: One of the best decisions I made wrt my money. the company does not sell any products therefore I am more confident that they have my best interest in mind. I know that the annual fees are be more than hiring a firm for case by case situations. However, I feel that I have someone in my corner that I can always ask questions and run scenarios for me. One of the benefit is tax loss harvesting that the team helps me to reduce my tax burden which is something I would not have known to do. Thus, I feel that the additional fees, which is negotiable, is worth the investment. Additionally, I tend to be too optimistic and will invest in ventures that may not be the most balanced. Ultimately, I believe that this company is worth the investment.